Gary A. Clark

SOAR FINANCIAL LLC

Hagerstown, MD

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CRD#: 4388953

Professional summary

Gary Allen Clark, who also goes by Gary Allen Clark, Gary All Clark, is a registered financial advisor currently at SOAR FINANCIAL LLC located in Hagerstown, Maryland and AMERICAN TRUST INVESTMENT SERVICES, INC. located in San Clemente, California.

Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Gary has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Allen Clark | Gary All Clark

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

[ANTIETAM ENTERPRISE, LLC; RENTAL PROPERTY; 131211 LITTLE ANTIETAM ROAD HAGERSTOWN, MD 21742; STARTED 01/1996; OWNER; NO COMPENSATION; 5 HOURS 1 DURING TRADING HOURS; NOT INVESTMENT RELATED; OFFERING RENTAL PROPERTY TO GENERAL PUBLIC FOR RENT] [CLARK & CLARK INC, REAL ESTATE; OWNERSHIP OF RENTAL PROPERTIES; 13121 LITTLE ANTIETAM RD. HAGERSTOWN, MD 21742; start 10/2000; DIRECTOR; COMPENSATED THROUGH WAGES; 5 HOURS PER MONTH 1 DURING TRADING HOURSl NOT INVESTMENT RELATEDl REAL ESTATE INVESTMENT] [INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED PRODUCTS; 13121 LITTLE ANTIETAM ROAD HAGERSTOWN MD 21742; START 02/20007; INSURANCE BROKER; PAID THROUGH COMMISSIONS; 5 HOURS PER MONTH, 5 DURING TRADING HOURS; INVESTMENT RELATED; BROKER INSURANCE AS NEEDED]

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Allen Clark's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 4, 2024 - Present

SOAR FINANCIAL LLC

RIA

CRD#: 250

MIDDLETOWN, MD

Past

August 7, 2001 - December 31, 2001

UNITED SECURITIES ALLIANCE, INC.

CRD#: 36487

GREENWOOD VILLAGE, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Maryland
(5/26/2023)

IAR

Maryland
(9/4/2024)

Pennsylvania
(5/26/2023)

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

SOAR FINANCIAL LLC

CRD#: 309772 / SEC#:

Florida

Registered Investment Advisory firm - (7/29/2021 Approved)

Georgia

Registered Investment Advisory firm - (7/23/2021 Approved)

Kentucky

Registered Investment Advisory firm - (11/24/2020 Approved)

Louisiana

Registered Investment Advisory firm - (7/12/2021 Approved)

Maryland

Registered Investment Advisory firm - (2/2/2023 Approved)

Tennessee

Registered Investment Advisory firm - (8/7/2020 Approved)

Texas

Registered Investment Advisory firm - (8/10/2021 Approved)

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Contact information

Main Address

2602 Merchants Walk Suite A, Murfreesboro, TN 37128

Mailing Address

Phone number

(615) 410-9267

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 28,200,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Gary A. Clark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Allen Clark's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN TRUST INVESTMENT SERVICES, INC.

AMERICAN TRUST INVESTMENT SERVICES, INC.

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

1717 CAPITAL MANAGEMENT COMPANY

EDWARD JONES

EDWARD JONES

UNITED SECURITIES ALLIANCE, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2007

Series 63

Date: 8/28/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/25/2003

Series 6

Date: 8/3/2001

FINRA

Current Firm

SOAR FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SOAR FINANCIAL LLC

TRUST BUT VERIFY

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